Time off allowance templates enable you to create a pre-defined set of time off categories that have their own accrual rates. Which you can apply to new and existing employees, reducing the administrative time spent managing time off categories and accrual rates per employee. When you change a template, all employees assigned to update in bulk as opposed to updating each employee record individually.
The Time off Allowance feature allows you to create a new time off allowance template, specify what time off categories to enable, and override the default time off accrual setup if it needs changing. You can also use this feature to edit any information if it changes, view the employees assigned to each template, and delete a record if it is no longer required.
Important
If you are a HR+PY connected client, from October 2023, you will be notified about our new integrated feature where HR will be your source of truth for all Time off settings. If you have been migrated to the new platform, then the article you need for time off management is: How do I manage time off? | HR Platform.
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Read step-by-step articles
We have listed below some additional articles you can read on this topic:
- Manage time off allowance templates via payroll classic
- Managing time off categories via payroll classic
- Time off management via payroll classic
FAQs
I do not require every time off category in the new Time off Allowance Template (LAT) I am creating. How do I turn these off?
The platform includes all time off categories in the new LAT with the default accrual rate as per the time off category settings. To remove these from the template, you can select the Override option and set the accrual rate to 0. You can also turn off the option for employees to be able to apply for selected time off types, if need be.